Lindsay Loignon, financial advisor Charleston SC

Lindsay Loignon

CRD Number: 5859025
Current Firm: Securian Financial Services, Inc.

Lindsay Loignon (CRD# 5859025) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Charleston, SC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Service Inc. St. Paul, MN Oct 2019 - Current 3
Minnesota Life Insurance Company St. Paul, MN Oct 2019 - Current 3
Commonwealth Financial Group Daniel Island, SC Oct 2019 - Current 3
Citigroup Global Markets Inc. New York, NY Mar 2013 - Sep 2019 6
Automated Trading Desk Financial Services, Citi Mt Pleasant, SC Oct 2010 - Sep 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Lindsay L. Loignon
Phone Number: 651-665-6669
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    22,211
    MILLIONS
  • Total Number of Accounts
    66,500
    ACCOUNTS
  • Average Account Value
    $334,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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